Keel Point, a premier boutique wealth management firm, with multiple locations in the United States, including Washington, DC metropolitan area, is seeking an experienced Client Service Representative to join our team in our Tysons Corner, VA location. Keel Point serves a wide variety of clients with the highest levels of financial fiduciary excellence. The CSR works closely with a team of advisors and family office associates to deliver outstanding client service. The role requires frequent communication and coordination with the advisors, clients, and internal and external partners.
Specific responsibilities include: - Build and maintain relationships to achieve highest level of service
- Serve as the primary contact between the branch office, multiple custodial platforms, and internal operations group
- Facilitate new client onboarding by assisting with new account opening on various custodial platforms, asset transfers and investment management.
- Responsible for daily account administration including money movements, general account updates and routine client information requests
- Maintain and organize client files and records to comply with the requirements of all FINRA and SEC regulations
- Facilitate and track client relationships, accounts, communications, requests, etc in CRM
- Support advisor business development efforts to drive profitable growth
- Produce quality, client-ready reports using various software programs and track progress of projects and deadlines
- Manage office responsibilities by prioritizing daily work including answering phones, client mailings, operational duties and team support
- Serve as a back-up to other team members to provide team-based coverage.
- Participate in special projects and identify process improvements
- Other duties as requested
Qualifications: - Education: Bachelor's Degree Preferred, Series 7 and Series 66 (or 63 and 65) licenses Preferred
- Experience: Minimum of 2 years' experience in the financial industry
- Knowledge and Skills: Effective organizational and communication skills, knowledge of Microsoft Office products with a preferred working knowledge of the Fidelity platform
- Strong focus on customer service skills and ability to multi-task in both a team setting and independently
- Proactive, self-starter and proven ability to build and develop strong relationships
Working Hours: - This is a full time position located in the Tysons Corner, VA office.
This is a unique opportunity with a dynamic advisory company. The ideal candidate will possess and reflect Keel Point's Core Values. They will have excellent relationship skills and dedication to deliver exceptional results.